Creative Planning

Creative Planning’s Urban Edge Properties UE Stock Holding History

Creative Planning’s Portfolio UE Stock Details UE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$331K	Sell	16,584 -717	-4%	-$14.4K	﹤0.01%	3347
2025 Q4	$332K	Sell	17,301 -1,028	-6%	-$19.9K	﹤0.01%	3173
2025 Q3	$375K	Buy	+18,329	New	+$365K	﹤0.01%	2968
2025 Q1	–	Sell	-11,323	Closed	-$243K	–	3729
2024 Q4	$243K	Buy	11,323 +195	+2%	+$4.34K	﹤0.01%	2829
2024 Q3	$238K	Buy	+11,128	New	+$224K	﹤0.01%	2711
2023 Q2	–	Sell	-28	Closed	-$422	–	2833
2023 Q1	$422	Buy	+28	New	+$421	﹤0.01%	2591
2017 Q3	–	Sell	-224	Closed	-$5K	–	3597
2017 Q2	$5K	Sell	224 -167	-43%	-$4.2K	﹤0.01%	4008
2017 Q1	$10K	Buy	391 +13	+3%	+$355	﹤0.01%	3606
2016 Q4	$10K	Buy	378 +96	+34%	+$2.55K	﹤0.01%	3564
2016 Q3	$8K	Buy	282 +73	+35%	+$2.11K	﹤0.01%	3667
2016 Q2	$6K	Sell	209 -6	-3%	-$161	﹤0.01%	3561
2016 Q1	$6K	Hold	215	–	–	﹤0.01%	3513
2015 Q4	$5K	Hold	215	–	–	﹤0.01%	3699
2015 Q3	$5K	Buy	+215	New	+$4.6K	﹤0.01%	3640
2015 Q2	–	Sell	-267	Closed	-$6K	–	2904
2015 Q1	$6K	Buy	+267	New	+$6.39K	﹤0.01%	3475

Other funds holding UE

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Jennison Associates

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return